Fixed Income
Our fundamental approach to fixed income investing is comprehensive
and value-based. Fixed income portfolios may include government and
corporate bonds as well as preferred stock.
- As with common stock, our proprietary financial models are used
to calculate a fair value price for each fixed income investment.
This price is then compared to the current market price before
making a buy, sell or hold decision.
- When making fixed-income investment decisions, a variety of
risk factors are considered including price risks, liquidity risks,
interest rate risks and credit risks. These risks vary between
the types of fixed income investments and their maturities.
- The decisions to buy, sell or hold fixed income investments
are strongly influenced by each client’s short-term and
long-term income needs and risk tolerance. The expected interest
payments are compared to the client’s short-term and long-term
income needs. Financial plans are used to project our clients’
current and future fixed income needs.
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